Amazon Shares Rise on Robust Demand, Surge in AI Infrastructure Spending

Gap shares surge as it raises guidance, touts 'strong start' to holiday

Gap said Old Navy's sales fell after hurricanes led to store closures and warm weather deterred sales in its kids category.

Business - CNBC - Yesterday

UK borrowing costs rise as Reeves’ spending plans unnerve investors

Ten-year gilt yield hits five-month high after chancellor’s first Budget

Business - Financial Times - October 30

Meta Earnings Show Revenue Increase, Even as Spending Spree Continues

The Silicon Valley company, which owns Facebook, Instagram and WhatsApp, said it does not plan to slow down its investments anytime soon.

Business - The New York Times - October 31

Retail Sales Rise in October as Americans Remain Willing to Spend

A mix of factors contributed to the uptick, as people bought more cars and home store sales went up as storm damage in the Southeast got fixed. It’s a good sign for the holiday shopping season.

Business - Inc. - November 15

Enterprise AI moves from ‘experiment’ to ‘essential,’ spending jumps 130%

Wharton research shows dramatic surge in enterprise AI adoption, with spending up 130% and smaller companies leading in implementation rates.

Tech - VentureBeat - October 28

Meta sees AI spending accelerating as earnings top forecasts

Mark Zuckerberg cites the potential for ‘strong’ returns in coming years on heavy investments in new technology

Business - Financial Times - October 31

Meta misses on user growth, warns of 2025 jump in AI spending

Meta reported weaker-than-expected user numbers and warned of a significant acceleration in its infrastructure expenses in 2025 in its third-quarter earnings.

Business - CNBC - October 30

Even Mark Zuckerberg seems surprised by Meta's pace of spending on AI

Meta CEO Mark Zuckerberg explained on the earnings call how the speed of Meta's AI technology buildout led the company to lift guidance for capex.

Business - CNBC - October 31

Wall Street frets over Big Tech’s $200bn AI spending splurge

The four biggest US internet groups this week showed glimpses of benefits but warned of increased spending

Business - Financial Times - November 1

Nvidia's Sales Soar as AI Spending Boom Barrels Ahead

The AI chip giant gave a strong outlook, pointing to healthy demand for next-generation chips.

Business - The Wall Street Journal - 3 days ago

Google’s AI-Fueled Results Bode Well for Rivals Amazon and Microsoft

Sales gains in its cloud business point to growing, sustained demand for AI-juiced computing power.

Business - Inc. - October 30

Amazon reports boost in quarterly profits, exceeds revenue estimates as it invests in AI

Amazon reported a boost in its quarterly profits Thursday and exceeded revenue estimates

Tech - ABC News - October 31

Anthropic, Amazon, and Palantir Team Up to Bring AI to the Defense Department

Government workers will be able to sift through classified information up to the ‘secret’ level using AI.

Business - Inc. - November 8

Amazon steps up effort to build AI chips that can rival Nvidia

Big Tech group’s Annapurna Labs is spending big to build custom chips that lessen its reliance on market leader

Business - Financial Times - November 12

Amazon pumps another $4bn into AI start-up Anthropic

Tech group doubles total investment to $8bn as generative artificial intelligence race intensifies

Business - Financial Times - Yesterday

Amazon to invest an additional $4 billion in AI startup Anthropic

Amazon is investing an additional $4 billion in the artificial intelligence startup Anthropic as major technology companies rush to fund generative AI

Tech - ABC News - Yesterday

Amazon doubles down on AI startup Anthropic with $4bn investment

Amazon’s total investment in the AI company now totals $8bn, with its AWS unit as Anthropic’s cloud provider. The artificial intelligence startup Anthropic said on Friday it had raised an ...

World - The Guardian - Yesterday

Amazon Just Invested Another $4 Billion in AI Startup Anthropic

The shopping and computing giant is literally doubling down on enterprise AI.

Business - Inc. - Yesterday

Tax rises drive surge in venture capital trust investment

Savers have put £250mn in VCTs since April, up 27% in a year

World - Financial Times - Yesterday

Palantir’s stock surges as AI drives a further acceleration in growth

Palantir’s CEO says the latest earnings are ”a slap in the face of people who continue to believe that the value of AI is solely in building AI large language models.”

Business - MarketWatch - November 5

2025 NFL Mock Draft: Quinn Ewers among 5 QBs taken in the first round as demand for the position surges

This draft may very well be about teams simply taking a swing at QB

Sports - CBS Sports - November 6

Post-Election, Emergency Contraception Sales Are Surging. Women-Led Startups Are Meeting the Demand

Customers are stocking up on the morning-after pill—which remains legal in all 50 states—in advance of the next Trump presidency.

Business - Inc. - November 14

Oil prices fall for the week on bets for a ‘looming surplus,’ soft China demand

Oil futures settled at their lowest in over two months Friday with expectations for a supply surplus next year, strength in the U.S. dollar, and continued worries over demand from China — the ...

Business - MarketWatch - November 15

United sees nearly 30% surge in demand for flights to European Christmas markets versus 2019

The carrier said it’s offering more nonstop flights to destinations, including Dresden, Strasbourg, Vienna and Cologne — homes to some of the most visited Christmas markets.

Business - MarketWatch - 4 days ago

Snap shares jump after results come in better than expected

Shares of Snap Inc. rose after hours on Tuesday after the social-media platform reported third-quarter results that beat expectations and said its board authorized a stock buyback of up to $500 ...

Business - MarketWatch - October 30

Alphabet shares rise on earnings beats boosted by cloud revenue

Google parent Alphabet reported third-quarter earnings that beat on top and bottom lines.